2026 Equity Research Associate

Job Description Summary

Analyze and interpret equity-related data, do research and give advice on economic issues which impact on the business. Conduct research studies of existing and potential investments in selected areas and develop recommendations. Depending on the research approach, analysis may focus on an individual security, sector, or country. Identify and investigate pertinent factors influencing investment decisions. Quantify and interpret potential risks and rewards. Recommend acquiring, holding, or disposing of investments. Monitor designated investments to identify trends and conditions. Assist in the development of policy guidelines. Monitor the market for anomaly switches to take advantage of these.

Job Description

Raymond James Overview 

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. 

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. 

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. 

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

Job Summary
Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to support Equity Analyst in preparing industry and company research by collecting, organizing, and analyzing data, writing investment-related research reports, and creating/maintaining financial models. Responsible for assembling and analyzing data on select growth companies. Help to identify and formulate new investment ideas in targeted industry groups to support the generation of new business activity. The ideal candidate is client-service oriented, detail-oriented, and can thrive in a team-driven and fast-paced environment. 

Essential Duties and Responsibilities
• Develops expertise on industry and related companies in order to assess the relevance of news and other data. 
• Performs quantitative and qualitative analysis of macroeconomic variables that impact assigned industry. 
• Maintains databases and spreadsheets pertaining to their industry and related companies. 
• Develops financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections. 
• Prepares internal and external written reports and presentations to communicate research findings, news events, and investment ideas resulting from security analyses. 
• Works with Senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities
Knowledge of
• Company’s working structure, policies, mission, and strategies.
• Advanced concepts, practices, and procedures of Equity Research.
• Principles of banking and finance and securities industry operations.
• Financial markets and products.

Skill in
• Identifying relationships, drawing logical conclusions, interpreting results, and communicating findings both orally and in writing. 
• Quantitative and analytical analysis sufficient to assist in the development of corporate financial projections and equity valuation metrics. 
• Using technical/professional knowledge, interpersonal and sales skills to obtain customers’ commitment to ideas, services, or products. 
• Accounting and financial statement analysis.
• Building accurate computer-generated financial models.
• Microsoft Office suite, with an intermediate/advanced knowledge of Excel 
• Data analytics/Coding skills strongly preferred

Ability to
• Organize, manage, and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both verba